Archive for the ‘Malaysia’ Category

Growth From The Ground Up In Iskandar

Via Mark Mobius’ blog, a look at Iskandar, Malaysia: Our emerging markets team isn’t too keen on following crowds. Part and parcel of Templeton’s contrarian approach is traveling to places others aren’t, and thinking about the long-term potential in specific industries and companies that may not be on others’ radar screens. One place we’ve had […]

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Malaysia’s Petronas Bidding For Onshore Myanmar Field

Via Reuters, a report that Malaysia’s state oil firm Petronas has put in a bid for an onshore energy field in Myanmar.  As the article notes: “…At the moment in Myanmar we are only offshore and the business has been quite good,” Wee [Executive Vice President of Exploration and Production Wee Yiaw Hin] told reporters […]

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Shake Up At Petronas

Courtesy of The Wall Street Journal, a report on Malaysia’s recent decision to replace the top executive of its giant national oil company.  As the article notes, the move: “….has sparked concern among analysts, employees and opposition leaders that the government wants to assert more control over the company. The move, they fear, could threaten […]

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Petronas

Courtesy of The Economist, a report on Petronas – Malaysia’s national oil company.  As the article notes: “…A decade after opening, the Petronas Twin Towers in Kuala Lumpur are no longer the world’s tallest. But Petroliam Nasional, the company that built them, continues to grow. It exports lots of liquefied natural gas (LNG) to booming […]

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The Future of Petronas: Pemex or Petrobras?

As reported by Stratfor (subscription required), Malaysia’s energy giant Petronas could go broke within a decade if the government takes all of its profits under a new tax scheme, the company’s president and chief executive Tan Sri Hassan Marican recently said.  Although Petronas would not be the first Asian energy major to bow under soaring […]

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Petronas’ Dream Contracts in Uzbekistan: Results of Long-term Planning & Engagement

As adroitly noted in Energy Daily, Malaysia’s Petronas (one of the New “Seven Sisters” which more than ten years ago was already working in Turkmenistan, another hydrocarbon rich nation that Western companies only recently began exploring) seems set to repeat its success in the one Central Asian country with immense potential that has been largely […]

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About This Blog
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.